Comparable monthly disclosures
Institutional Activity
Where disclosed mutual fund positions are increasing, reducing, opening or closing.
Portfolio reductions
Sep 2025 · Ranked across companies with at least 10 comparable portfolios
| Company | Portfolio reductions | Comparable change | Portfolios increasing | Portfolios reducing | Comparable portfolios |
|---|---|---|---|---|---|
| ICICI Bank Limited ICICIBANK | 70 20.3% of comparable | +0.43 Cr | 82 | 70 | 345 |
| Bajaj Finance Limited BAJFINANCE | 66 26.2% of comparable | -1.21 Cr | 54 | 66 | 252 |
| Maruti Suzuki India Limited MARUTI | 64 30.0% of comparable | +0.05 Cr | 70 | 64 | 213 |
| Mahindra & Mahindra Limited M&M | 64 25.1% of comparable | +0.28 Cr | 78 | 64 | 255 |
| Sun Pharmaceutical Industries Limited SUNPHARMA | 63 29.6% of comparable | -0.16 Cr | 40 | 63 | 213 |
| Infosys Limited INFY | 61 20.3% of comparable | +0.53 Cr | 101 | 61 | 300 |
| HDFC Bank Limited HDFCBANK | 60 17.0% of comparable | +1.08 Cr | 93 | 60 | 352 |
| Tata Consultancy Services Limited TCS | 55 25.2% of comparable | -0.20 Cr | 73 | 55 | 218 |
| Axis Bank Limited AXISBANK | 51 20.2% of comparable | -0.30 Cr | 66 | 51 | 253 |
| Bharti Airtel Limited BHARTIARTL | 51 16.7% of comparable | +0.32 Cr | 95 | 51 | 305 |
| Reliance Industries Limited RELIANCE | 49 17.5% of comparable | +0.12 Cr | 67 | 49 | 280 |
| NTPC Limited NTPC | 48 22.2% of comparable | -1.89 Cr | 51 | 48 | 216 |
| Cipla Limited CIPLA | 46 29.5% of comparable | +0.10 Cr | 44 | 46 | 156 |
| UltraTech Cement Limited ULTRACEMCO | 45 22.7% of comparable | +0.01 Cr | 43 | 45 | 198 |
| State Bank of India SBIN | 44 15.9% of comparable | +0.99 Cr | 88 | 44 | 277 |
| ETERNAL LIMITED ETERNAL | 43 17.1% of comparable | +5.46 Cr | 77 | 43 | 251 |
| Hindalco Industries Limited HINDALCO | 42 25.6% of comparable | -0.02 Cr | 38 | 42 | 164 |
| Bajaj Auto Limited BAJAJ-AUTO | 42 27.1% of comparable | -0.02 Cr | 40 | 42 | 155 |
| Eicher Motors Limited EICHERMOT | 42 31.6% of comparable | +0.05 Cr | 41 | 42 | 133 |
| Tata Motors Passenger Vehicles Limited TMPV | 42 28.6% of comparable | -0.76 Cr | 47 | 42 | 147 |
| Larsen & Toubro Limited LT | 42 16.3% of comparable | +0.14 Cr | 68 | 42 | 258 |
| Hindustan Unilever Limited HINDUNILVR | 41 21.7% of comparable | +0.22 Cr | 50 | 41 | 189 |
| Asian Paints Limited ASIANPAINT | 40 33.6% of comparable | -0.07 Cr | 38 | 40 | 119 |
| Tech Mahindra Limited TECHM | 40 20.0% of comparable | +20,396 | 70 | 40 | 200 |
| HDFC Life Insurance Company Limited HDFCLIFE | 39 24.7% of comparable | -0.43 Cr | 44 | 39 | 158 |
How to read this activity
Activity compares disclosed positions for economic portfolios observed in both relevant monthly disclosures and adjusts for externally evidenced corporate actions where available.
At least 10 comparable portfolios are required. Companies under corporate-action review are excluded. Counts are unweighted by portfolio size, and share changes are quantities rather than market values; zero counts can appear at the end of a ranking. Breadth change is the change in AMCs holding, and can also reflect reporting coverage.
Full methodology →